Retirement plan

ASSET PROTECTION & SECURITY SERVICES, L.P. RETIREMENT PLAN

Name: ASSET PROTECTION & SECURITY SERVICES, L.P. - ASSET PROTECTION & SECURITY SERVICES, L.P. RETIREMENT PLAN (2017) Form 5500
Creator: ASSET PROTECTION & SECURITY SERVICES, L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSET PROTECTION & SECURITY SERVICES, L.P. RETIREMENT PLAN, ASSET PROTECTION & SECURITY SERVICES, L.P.

ASSET PROTECTION & SECURITY SERVICES, L.P.EIN 20-2622634Plan #001PY 2017

5502 BURNHAM DR - CORPUS CHRISTI, TX 784133855361-906-1552asset-security-pro.comLinkedIn201-500 employees

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$4.7M

+65.3% from 2016

Total participants

475

+4.6% from 2016

Average account balance

$9,816

+58.0% from 2016

Annual return

71.66%

+64.51 pp from 2016

Benchmarks

See 664 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort664 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.61M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$14K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

192

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

83.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$262K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$215

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
TRUST COMPANY OF AMERICA2+ years Service code 15 · EIN 84-6179726 7103 SOUTH REVERE PARKWAY · CENTENNIAL, CO 80112	Recordkeeping	$39,104
ADMIN3162+ years Service code 14 · EIN 81-0759783 800 NORTH SHORELINE BLVD · CORPUS CHRISTI, TX 78401	Plan Administrator	$24,692
PARK FOWLER & CO., PLLC2+ years Service code 15 · EIN 74-2900323 4639 CORONA DRIVE · CORPUS CHRISTI, TX 78411	Recordkeeping	$24,308
STONEWATER WEALTH MANAGEMENT2+ years Service code 26 · EIN 46-0638297 800 NORTH SHORELINE BLVD · CORPUS CHRISTI, TX 78401	Advisory (Participants)	$17,909

Plan features & details

Pension benefit codes2E2F2G2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$106K

$223 / participant

Investment mgmt$18K16.9%
Contract admin$64K60.2%
Other / not subdivided$24K22.9%

% of EOY assets

2.274%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PARK FOWLER & CO., PLLC
Auditor EIN: 742900323
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$9,816

$31,424-68.8%

$81,473-88.0%

$69,631-85.9%

Participation rate

100.0%

50.8%+49.2pp

68.0%+32.0pp

70.7%+29.3pp

Annual return

71.66%

22.44%+49.2pp

38.78%+32.9pp

27571.02%-27499.4pp

Employer contribution / active EE

$1,950

$1,029+89.5%

$2,568-24.1%

$2,032-4.0%

Participant deferral / active EE

$118

$1,838-93.6%

$3,537-96.7%

$3,224-96.3%

Admin fee / account holder

$223

$103+117.6%

$4,561-95.1%

$110+102.1%

Provider

Service type

Compensation

TRUST COMPANY OF AMERICA2+ years

Service code 15 · EIN 84-6179726

7103 SOUTH REVERE PARKWAY · CENTENNIAL, CO 80112

Recordkeeping

$39,104

ADMIN3162+ years

Service code 14 · EIN 81-0759783

800 NORTH SHORELINE BLVD · CORPUS CHRISTI, TX 78401

Plan Administrator

$24,692

PARK FOWLER & CO., PLLC2+ years

Service code 15 · EIN 74-2900323

4639 CORONA DRIVE · CORPUS CHRISTI, TX 78411

Recordkeeping

$24,308

STONEWATER WEALTH MANAGEMENT2+ years

Service code 26 · EIN 46-0638297

800 NORTH SHORELINE BLVD · CORPUS CHRISTI, TX 78401

Advisory (Participants)

$17,909

ASSET PROTECTION & SECURITY SERVICES, L.P. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSET PROTECTION & SECURITY SERVICES, L.P. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion